Financial Risk Management Expert 454513 AZ

Expertise Description

I have more than 40 years experience in the fields of Risk Management and Alternative Risk Finance with expertise in insurance standard of care for agents and brokers, surplus lines brokers and underwriters. I have additional experience with industry custom and practice, insurance brokerage management and systems and procedures; as well as, property and business interruption, comprehensive liability - occurrence and claims made issues, workers compensation, excess liability, and Directors’ and Officers’ liability. I have over 5 years expert witness experience.

Areas of Expertise

Expert Witness

My expert witness experience includes agent/broker errors and omissions, construction defects, property, business interruption and excess liability coverage issues.

Consulting Experience

My consulting experience includes the supervision of Agent/Broker selection process, property/casualty insurance program reviews, captive feasibility study, and outsourced risk management services.

Professional Experiences

My professional experience includes being a Client Services Director, Managing Director of Strategic Account Management, Senior Vice President of international insurance brokers, and Senior Vice President.

Relevant Experiences

I am well qualified to speak to broker standard of care issues, having been a broker for Fortune 500 and 100 accounts in a career spanning more than 40 years. Additionally, I have substantial expert testimony experience with regard to broker standard of care issues.

While my experience with insurance for the the entertainment industry is limited, I do have a degree of familiarity with the coverages required.

I am very well qualified to speak to the matter of the origins of risk retention groups, how they differ from admitted insurers and  the motivations for their usage by various affinity groups such as contractors.
My qualifications include more than forty years as an insurance broker dealing with large, highly complex risks including construction/engineering, pharmaceuticals, public utilities and manufacturing. In the course of my career, I was heavily involved in the creation and usage of various forms of alternative risk programs such as risk retention groups.


B.A.Political ScienceUC Berkeley

Licenses Certifications

Awards & Affiliation

Partial List of Consulting Expert Witness Cases